Report
Abhinav Davuluri
EUR 100.00 For Business Accounts Only

Intel Outlines Compelling Roadmap to Renew Its Semiconductor Leadership at 2019 Investor Meeting

We attended Intel’s 2019 investor meeting and came away with our positive thesis on the chip titan reaffirmed. The meeting represented the first chance for Intel’s new CEO Bob Swan (former CFO) and CFO George Davis (former Qualcomm CFO) to outline their strategy for a semiconductor behemoth under the most competitive pressure in recent memory. Although management gave themselves relatively manageable targets of $77 billion in sales in three years (and $85 billion by the 2022-2023 timeframe), whi...
Underlying
Intel Corporation

Intel is a data-centric company. The company's operating segments are: Data Center Group, which develops platforms for compute, storage, and network functions; Internet of Things Group, which facilitates its customers creating, storing, and processing data; Mobileye, which provides assistance and automation solutions; Non-Volatile Memory Solutions Group, which provides memory and storage products based on Intel? Optane? technology and Intel? 3D NAND technology; Programmable Solutions Group, which provides programmable semiconductors; and Client Computing Group, which connects people to data, allowing each person to focus, create, and engage in ways that unlock their individual potential.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Abhinav Davuluri

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